Personal Tax & Inheritance Planning

Our Personal Tax & Inheritance Planning team at Wilkes understands that preparing for the future is about more than just financial security—it’s about peace of mind. We provide tailored tax and inheritance advice to protect and maximise the value of your assets for future generations, giving you confidence that your legacy is managed as you wish.

Key Contact: Eleanor Holland

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How We Can Help

Our expert team offers a comprehensive range of services to support your unique circumstances, helping you navigate complex tax and inheritance regulations while minimising tax liability:

Inheritance Tax Planning: Strategic advice to help reduce or eliminate Inheritance Tax through effective planning, trusts, and gifting options.
Trust Creation and Management: Establishing and administering trusts that align with your estate and family goals, including protection for vulnerable beneficiaries.
Capital Gains Tax Management: Expert guidance on managing and mitigating Capital Gains Tax, with strategies for property, investments, and other high-value assets.
Tax-Efficient Gifting: Assistance with planning lifetime gifts, maximising allowances and understanding the implications for both you and your beneficiaries.
Succession Planning: Developing a tailored succession plan that respects your intentions, including structures for business owners and landowners.
Residence and Domicile Advice: Specialist advice on residence and domicile status, especially valuable for international or returning UK residents, ensuring efficient tax positioning.

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Why Choose Us

By partnering with our team, you benefit from:

Holistic Approach: We recognise that personal tax and inheritance planning is a deeply personal matter. Our approach combines legal expertise with a commitment to understanding your family’s unique needs, providing advice that aligns with your goals and values.
Expertise in Complex Cases: With years of experience in intricate tax scenarios and high-net-worth estates, our team is skilled in navigating complex UK tax laws and cross-border regulations, ensuring a robust and compliant plan for your estate.
Focused on Minimising Tax Liability: Our priority is to help you preserve your estate’s value for future generations, offering proactive strategies to reduce tax exposure.
Transparent, Client-Focused Advice: We communicate clearly and are committed to transparent, jargon-free advice, ensuring you have a complete understanding of your options and the implications of your decisions.

We start with a confidential consultation to understand your goals, family structure, and existing plans. From there, we’ll work collaboratively with you and other specialist advisers -either within our firm or your own external professional advisers if needed—to design a plan that’s flexible and future-proof. With Wilkes, you gain a trusted partner to guide you through every stage of planning.